Account Login

Account login requires a user id and password. Login will take you directly to TD Ameritrade Institutional's website.

Login to your financial planning account with the green button in the top right corner. A user id and password are required.

All financial website links are found outside of Simon Financial Group's website. Data from those sites are provided by those vendors. Selecting any of these links takes you away from this site. Simon Financial Group, Inc. does not verify their accuracy and is not responsible for the maintanence of those sites of the information provided. Simon Financial Group, Inc. does not receive any compensation for posting them on their website. For any questions or more information, please contact Simon Financial Group, Inc. at 610-667-2450 or contact the calculators sponsor directly.

401k Masters: A Real Difference

Experience the difference of what we have to offer through our 401(k) "Masters

Program."

In this program we will show

you how to eliminate your

plan's liability, ways to

reduce your plan's cost and

our service model that is

second to none. Click here

to learn about how your company can become a Master using our 401(k) Master' prorgram.

Become a 401(k) Master

President's Thoughts

"At Simon Financial Group we understand that the market is in a constant state of flux and that our investors have varying needs and preferences. It is our objective to assist them with the development of financial strategies based on their individual risk needs, time horizon, tax bracket, financial objectives and investment goals. Our wealth managment team helps them accomplish this by creating portfolios that address their specific needs. Each investor's goals are personal, so we create investment models that match their needs."

- Scott J. Race, President of Simon Financial Group

Account Login

401k Masters: A Real Difference

President's Thoughts

Stock Market Updates